When you need to make changes to an existing deal, here are procedures to do so.
Approach 1:
- From the dashboard (when you first login to TrueRev), click on the "Modify a Deal" tile in the middle of the page.
- Enter appropriate search information to find the deal.
- Click on the row of the deal you want to change.
- Select "I would like to change this deal."
- Navigate to the relevant tab(s) and make your change(s).
- Click the "Continue" button at the bottom of the page to ensure your changes get saved.
Or, approach 2:
- Click on the deals tab from the top menu.
- Find the deal you want to edit (enter a few letters of the customer name in the search box).
- Click on the action ellipses at the far right end of the deal row.
- Click "modify deal" on the action menu list.
- Navigate to the relevant tab(s) and make your change(s).
- Click the "Continue" button at the bottom of the page to ensure your changes get saved.
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